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Adviser Update

Transact Events 2023

Breakfast Events 2023

Hosted by either Glen Sweet (Head of Distribution) and Stuart Fleat (National Sales and Sales Development Manager). You can expect:

  • Latest tax and relevant regulatory news.
  • Engagement with Transact staff and your fellow peers.
  • A CPD certificate sent electronically following the event.

Events will run from 08.30am to around 10.30am with a sit down breakfast on arrival.

Revamped Connect Events 2023

Please don’t miss an opportunity to attend our revamped Transact Connect Events. Each event gives you access to our Transact leadership team and some of the client service operational staff who service your region. The revamped events are hosted by Tom Dunbar, Our Chief Development Officer and chaired by Jonathan Gunby, our Chief Executive Officer.

Each session includes a roundtable on the following topics:

  • Transact Online
  • The future of investing
  • Adviser succession planning
  • Technical session
  • Transact CEO interview
  • Q&A
  • Special guests from BlackRock, Dimensional and PortfolioMetrix.

Attending a Transact Connect Event can also count towards Continued Professional Development (CPD). If you would like a certificate, please request one on the day.

Welcome refreshments will be served from 9:00am with the morning presentations starting at 9:30am followed by a buffet lunch. You can be back in the office for the afternoon. Our dates are:

You can register your interest for the above events at www.transact-online.co.uk/adviser-events

Thank you.

1. Introduction
2. Transact Online (TOL) – Recent Enhancements
3. Electronic Fee Reconciliation Data
4. COPS Update
5. Clients Can Add Their Nominated Bank Account Details via TOL
6. Share Class Conversion
7. Transact- BlackRock MPS Events
8. The Trust Registration Service (TRS) Challenges One Year On
9. Fund Changes
10. Interest on Cash Deposits
11. Transact Events 2023

 

This website is designed to be used by financial advisers, their clients and professionals. It is intended as general guidance only and should not be viewed as a recommendation to use or rely on any features mentioned. The information is not advice, nor is it a substitute for advice.
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© 2025 Integrated Financial Arrangements Ltd
"Transact" is operated by Integrated Financial Arrangements Ltd. 29 Clement's Lane, London EC4N 7AE. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 3727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).